Financial Advisor Magazine: On Scale, Culture, and Building Durable RIAs
BridgePort’s Clara Sierra shares her perspective on balancing scale with culture and building the leadership, operating discipline, and succession readiness needed for a durable advisory firm.
BridgePort Financial Solutions Appoints Osaic M&A Leader to Senior VP of Business Development
Tina Decker, Longtime Veteran of Spearheading Fee-only RIA Growth Initiatives, Will Lead Firm’s M&A Strategy and Execution
Wealth Management’s Midyear Outlook: Standing the Test of Time
BridgePort’s Clara Sierra shares her perspective on balancing innovation with solid operational foundations, strong relationships, and consistent execution in an evolving wealth management industry.
BridgePort Financial Solutions Names Industry Veteran Clara Sierra Managing Director
Sierra to Lead Advisor Support and RIA Succession Strategy Implementation, Driving Growth Across All Business Models
BridgePort Tax & Business Services Welcomes New Tax Director
Alford will lead BridgePort’s tax team and strengthen the firm’s commitment to client-focused service.
BridgePort Surpasses $2 Billion in Total AUA in 2024
Investments and acquisitions solidify BridgePort’s role as a platform provider and leader in creative succession planning and organic growth solutions.
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